HSHP
Himalaya ShippingHSHP
HSHP
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
2.11% more ownership
Funds ownership: 18.18% [Q3] → 20.3% (+2.11%) [Q4]
0% more funds holding
Funds holding: 65 [Q3] → 65 (+0) [Q4]
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
37% less capital invested
Capital invested by funds: $69M [Q3] → $43.3M (-$25.7M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for HSHP.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
Himalaya Shipping: Top-Spec Fleet And Macro Tailwinds At An Attractive Discount
Himalaya's fleet of 12 Newcastlemax dual-fuel ships with scrubbers ensures competitive performance, with index-linked charters outperforming market rates. For 3Q24 HSHP reported rising revenue, EBITDA, and EPS YoY and QoQ. A catalyst event on the horizon is the Simandou Project in Guinea. The first iron ore shipment is expected in 2025.
Positive
Seeking Alpha
3 months ago
With Newbuild Fleet, Himalaya Shipping Is Worth Keeping An Eye On
Himalaya Shipping, a newcomer in the dry bulk sector, operates 12 new Newcastlemax vessels, focusing on dual fuel with liquid natural gas and pays variable monthly dividends. Himalaya Shipping's commitment to returning excess cash flow to shareholders and potential for increased dry bulk demand positions it as a promising investment for income-focused investors. Despite recent lows due to weak charter rates, Himalaya Shipping's price/book ratio of 1.32 is notably lower than the sector median of 2.91, indicating potential value.
Positive
Benzinga
3 months ago
Top 3 Industrials Stocks You'll Regret Missing In December
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
Positive
Seeking Alpha
5 months ago
Himalaya Shipping: Speculative Bet On Strong Capesize Market
Himalaya Shipping delivered strong 2Q24 results with increased revenue, and operating income. HSHP's fleet, consisting of 12 Newcastlemax vessels with dual-fuel LNG propulsion, ensures higher TCE rates and compliance with environmental regulations. Despite a highly leveraged balance sheet, HSHP's valuation is attractive at 82% PNAV, making it a speculative yet promising investment in the dry bulk segment.
Positive
Investors Business Daily
7 months ago
Cheap Stocks To Buy: Gold Stock, Argentine Bank Near More Time For A Bullish Set-Up
Himalaya Shipping also needs time to build a new good base.
Positive
Seeking Alpha
1 year ago
Himalaya Shipping: Newcastlemax-Only Play For Shipping Growth Investors
Himalaya Shipping is a top pick for shipping growth stocks. The company owns a top-notch fleet of Newcastlemax bulk carriers built in 2023/2024 with dual-fuel LNG propulsion plants. The bulk carriers market is getting stronger, with increasing demand for Capesize/Newcastlemax vessels due to growing exports of iron ore and coal. HSHP has a leveraged balance sheet, which is expected given its new fleet. The company's liquidity will improve with stronger day rates, mitigating the financial risk.
Positive
Seeking Alpha
1 year ago
Himalaya Shipping: High Risk, Potentially Higher Reward
Himalaya is a new player in the dry bulk industry with high leverage and potential for exceptional returns in a bull market. Having taken delivery of a majority of its fleet of 12 newly-built Newcastlemaxes, the company will soon start paying a dividend. Himalaya's strategy is to keep its vessels on index-linked charters to maximize earnings and to pay out essentially all of its free cash flow to shareholders.
Charts implemented using Lightweight Charts™